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QPR Knowledge Base 2022.1

Navigation: Metrics Training Guide > Inheritance and Drill Down

Define a Base Scorecard and Attached Scorecards for a Model / Inheritance

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mouse_24 Exercise 131: Create a Scorecard and Define a Base Scorecard for It.

 

BTN_AR131. Open the Dentorex Group Scorecard model.
BTN_AR132. Open the Scorecard Navigator by clicking the Scorecard Navigator button btn_scorecard_navigator on the bottom of the Model Navigator frame.
BTN_AR133. On the Model Navigator frame, click the btn_expand_hierarchy button next to the Dentorex Group scorecard to expand the scorecard hierarchy.
BTN_AR134. On the Model Navigator frame, right-click the Europe Sales Office scorecard and select Create Copy from the pop-up menu:

pic_create_copy

BTN_AR135. The Scorecard list window will open. Select Europe Sales Office from the list and click OK:

dlg_scorecard_list

BTN_AR136. Right-click the new Europe Sales Office (2) scorecard, choose Rename from the pop-up menu and type "Northern Europe Sales Office" as the name.
BTN_AR137. On the Model Navigator frame, right-click the Northern Europe Sales Office scorecard and select Properties from the pop-up menu.
BTN_AR138. The Scorecard Properties window opens. On the Definition tab, click the btn_select_base_scorecard button next to the Base Scorecard field:

pic_select_base_scorecard

BTN_AR139. The Select Base Scorecard window opens. Select Europe Sales Office and click OK.
BTN_AR1310. Click the Apply button to apply inheritable attributes from the base scorecard and answer Yes to the "delete elements" question.

 

mouse_24 Exercise 132: Create a Scorecard and Attach It to a Base Scorecard.

 

BTN_AR131. Open the Dentorex Group Scorecard model.
BTN_AR132. Open the Scorecard Navigator by clicking the Scorecard Navigator button btn_scorecard_navigator on the bottom of the Model Navigator frame.
BTN_AR133. On the Model Navigator frame, click the btn_expand_hierarchy button next to the Dentorex Group scorecard to expand the scorecard hierarchy.
BTN_AR134. On the Model Navigator frame, right-click the Europe Sales Office scorecard and select Create Copy from the pop-up menu:

pic_create_copy

BTN_AR135. The Scorecard list window will open. Select Europe Sales Office from the list and click OK:

dlg_scorecard_list

BTN_AR136. Right-click the new Europe Sales Office (2) scorecard, choose Rename from the pop-up menu and type "Southern Europe Sales Office" as the name.
BTN_AR137. On the Model Navigator frame, right-click the Europe Sales Office scorecard and select Properties from the pop-up menu:

pic_popup_scorecard_properties

BTN_AR138. The Scorecard Properties window opens. Switch to the Attached Scorecards tab.
BTN_AR139. Click Add, select Southern Europe Sales Office from the window that opens and click OK. The Southern Europe Sales Office scorecard is now attached to the Europe Sales Office scorecard.
BTN_AR1310. Click the Apply button to apply inheritable attributes from the Europe Sales Office Scorecard to the Southern Europe Sales Office and answer Yes to the "delete elements" question.

For more information, see the Scorecard Properties Window topic in QPR Metrics - User's Guide.